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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1776 |
IC
1776
Impactive Capital
New York City,
New York
| $1.57B | -$509M | -24% | 6.48% | 25% | 9 | 11.11% |
|
| 1777 |
AAM
1777
Aureus Asset Management
Boston,
Massachusetts
| $1.57B | +$34.1M | +2% | 4.19% | 93.9% | 218 | 16.51% |
|
| 1778 |
WIM
1778
WealthPlan Investment Management
Omaha,
Nebraska
| $1.57B | +$61.5M | +4% | 2.61% | 62.6% | 392 | 18.62% |
|
| 1779 |
HHAM
1779
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.57B | -$275M | -15% | 0.76% | 54.4% | 161 | 53.42% |
|
| 1780 |
GH
1780
GAM Holding
Zurich,
Switzerland
| $1.57B | -$51M | -3% | 4.02% | 130% | 347 | 35.16% |
|
| 1781 |
KCM
1781
Kynam Capital Management
Princeton,
New Jersey
| $1.57B | +$222M | +17% | 55.7% | 320% | 41 | 24.39% |
|
| 1782 |
BWP
1782
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.56B | +$28.6M | +2% | 3.87% | 85.9% | 252 | 11.51% |
|
| 1783 |
APF
1783
Alaska Permanent Fund
Juneau,
Alaska
| $1.56B | -$106M | -6% | 2.51% | 60.8% | 7 | 14.29% |
|
| 1784 |
VWM
1784
Valley Wealth Managers
Paramus,
New Jersey
| $1.56B | +$47.9M | +3% | 3.21% | 107% | 372 | 20.43% |
|
| 1785 |
RCW
1785
Rheos Capital Works
Tokyo,
Japan
| $1.56B | -$227M | -13% | 1.03% | 220% | 81 | 40.74% |
|
| 1786 |
1WM
1786
1900 Wealth Management
San Antonio,
Texas
| $1.56B | +$83.6M | +6% | 1.81% | 55.2% | 251 | 11.16% |
|
| 1787 |
HPC
1787
Hill Path Capital
New York
| $1.55B | -$486M | -24% | 19.5% | 5.23% | 8 | 12.5% |
|
| 1788 |
1788
Koshinski Asset Management
Decatur,
Illinois
| $1.55B | +$64.5M | +4% | 2.38% | 76.5% | 755 | 10.86% |
|
| 1789 |
PFM
1789
Phillips Financial Management
Fort Wayne,
Indiana
| $1.55B | +$35.9M | +2% | 1.71% | 41.8% | 327 | 12.84% |
|
| 1790 |
CRM
1790
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.55B | -$54.4M | -3% | 8.07% | 113% | 104 | 25% |
|
| 1791 |
NB
1791
NBT Bank
Norwich,
New York
| $1.55B | +$13.4M | +0.9% | 3.21% | 68.2% | 857 | 9.92% |
|
| 1792 |
FWP
1792
FAS Wealth Partners
Leawood,
Kansas
| $1.55B | +$71M | +5% | 2.37% | 72.3% | 532 | 15.98% |
|
| 1793 |
VC
1793
Vivo Capital
Palo Alto,
California
| $1.55B | +$304M | +24% | 146% | 7,491% | 54 | 25.93% |
|
| 1794 |
KRSITF
1794
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.55B | +$32.1M | +2% | 3.85% | 115% | 498 | 1.2% |
|
| 1795 |
AT
1795
Avalon Trust
Santa Fe,
New Mexico
| $1.55B | +$6.01M | +0.4% | 3.45% | 118% | 634 | 35.65% |
|
| 1796 |
LCAM
1796
Long Corridor Asset Management
Hong Kong
| $1.54B | +$1.3B | +531% | 0.2% | 73.6% | 25 | 28% |
|
| 1797 |
BA
1797
Bridgewater Advisors
New York
| $1.54B | +$101M | +7% | 3.29% | 61% | 470 | 12.34% |
|
| 1798 |
AC
1798
Avestar Capital
New York
| $1.54B | +$15.8M | +1% | 4.67% | 101% | 519 | 14.26% |
|
| 1799 |
OMC
1799
Oasis Management Company
Grand Cayman,
Cayman Islands
| $1.54B | +$505M | +49% | 0.37% | 368% | 128 | 29.69% |
|
| 1800 |
PP
1800
PDT Partners
New York
| $1.54B | -$44M | -3% | 8.41% | 211% | 662 | 30.97% |
|